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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

1,286 hedge funds and large institutions have $57B invested in iShares Core US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 593 increasing their positions, 407 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,286
Holders Change
+72
Holders Change %
+5.93%
% of All Funds
26.43%
Holding in Top 10
295
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+2.79%
% of All Funds
6.06%
New
149
Increased
593
Reduced
407
Closed
64
Calls
$167M
Puts
$20.5M
Net Calls
+$147M
Net Calls Change
+$184M

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$846M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$341M
3
BlackRock
BlackRock
New York
+$287M
4
VIA
Vantagepoint Investment Advisers
District of Columbia
+$259M
5
Charles Schwab
Charles Schwab
California
+$191M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$889M
2
RJA
Raymond James & Associates
Florida
-$284M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$229M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$213M
5
USAA
United Services Automobile Association
Texas
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSIA
951
Charles Schwab Investment Advisory
California
$507K +$507K +4,293 New
SCA
952
Strategic Capital Advisers
Colorado
$506K – – –
FM
953
Family Management
New York
$506K +$506K +4,279 New
IWMA
954
Ironwood Wealth Management (Arizona)
Arizona
$502K +$483K +4,085 +2,553%
WI
955
Wintrust Investments
Illinois
$501K -$380K -3,217 -43%
SCM
956
Stellar Capital Management
Arizona
$501K +$17.1K +145 +4%
Fiera Capital (Canada)
957
Fiera Capital (Canada)
Quebec, Canada
$500K – – –
MCM
958
Maryland Capital Management
Maryland
$498K -$95.7K -810 -16%
MWM
959
Mattern Wealth Management
Kansas
$491K -$384K -3,242 -44%
GAB
960
German American Bancorp
Indiana
$488K – – –
SIA
961
Starfire Investment Advisers
Michigan
$486K -$53.2K -451 -10%
PNAA
962
Pictet North America Advisors
Switzerland
$485K – – –
GKWIM
963
Gerber Kawasaki Wealth & Investment Management
California
$485K +$485K +4,111 New
SRC
964
Shufro Rose & Co
New York
$483K – – –
SBSB
965
Sullivan, Bruyette, Speros & Blaney
Virginia
$476K -$20.5K -173 -4%
TC
966
Trust Company
Kansas
$475K – – –
PGFC
967
Peapack-Gladstone Financial Corp
New Jersey
$472K +$34.7K +293 +8%
EAM
968
Evanson Asset Management
California
$471K -$12.5K -106 -3%
MOS
969
MGO One Seven
Ohio
$470K -$6.98K -59 -1%
FF
970
Friedenthal Financial
New Jersey
$467K -$219K -1,852 -32%
RMDI
971
R.M. Davis Inc
Maine
$466K +$207K +1,753 +80%
LIM
972
Leavell Investment Management
Alabama
$463K -$48.4K -409 -9%
BI
973
Ballast Inc
Kentucky
$462K -$140K -1,185 -23%
VVP
974
Venture Visionary Partners
Ohio
$460K +$460K +3,896 New
AIC
975
Archer Investment Corporation
Indiana
$459K +$21.3K +180 +5%
37 38
39
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